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March 23, 2021
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Alternative Investment Exchange (AIX) Enhances Digital Alt Investing Platform with Support for On-Going Account Maintenance
March 10, 2021
PHILADELPHIA (March 10, 2021) – Alternative Investment Exchange (AIX), the platform making it easy to buy, own, and sell alternative investments, has added…
Altigo Signs Tenth Broker-Dealer Partnership
March 10, 2021
Altigo, an electronic order entry and subscription processing platform for alternative investments, has now hit double digits in its expansion of broker-dealer…
Altigo Integrates with Redtail CRM to Further Streamline Alternative Investment Processing
March 9, 2021
WealthForge announced today that Altigo, their electronic processing platform for alternative investments, now integrates with Redtail, a customer relationship…
Alternative Investment Exchange (AIX) and Kalos Financial Partner to Streamline Processes and Advance Alt Investing
March 1, 2021
PHILADELPHIA AND ALPHARETTA, GA (March 1, 2021) – Alternative Investment Exchange (AIX), the platform making it easy to buy, own, and sell…
Hamilton Lane Selects UMB Fund Services as Administrator of Firm’s First U.S. Registered Closed-End Fund
February 10, 2021
MILWAUKEE (Feb. 9, 2021) – UMB Fund Services, Inc. (UMBFS), a subsidiary of UMB Financial Corporation (Nasdaq: UMBF), is pleased to announce that it has been retained…
Inside the V(ALT), with Jim Condon of Strategic Capital Fund Management
February 9, 2021
In this episode of Inside the V(ALT), Jim Condon discusses how data center and cell tower investments have performed, institutional appetite for digital infrastructure, and Strategic Capital Fund Management’s relationship with SC Distributors.
Clip: Who is SC Distributors?
February 9, 2021
In this clip from Inside the V(ALT), Jim Condon explains Strategic Capital Fund Management’s relationship with SC Distributors.
Clip: Reducing Fees
February 9, 2021
In this clip from Inside the V(ALT), Jim Condon speaks about reducing fees and NAV.
Clip: Demand for Digital Infrastructure
February 9, 2021
In this clip from Inside the V(ALT), Jim Condon weighs in on the institutional demand for digital infrastructure.
Clip: Accessing Digital Infrastructure
February 9, 2021
In this clip from Inside the V(ALT), Jim Condon talks about access points to the digital infrastructure asset class.
Carter Multifamily Joins the Alternative Investment Exchange (AIX) Platform
February 3, 2021
Philadelphia, PA, February 3, 2021 – Alternative Investment Exchange (AIX), the platform making it easy to buy, own, and sell alternative investments, has onboarded…
Altigo Successfully Completes Independent SOC 2 Type II Audit, Reinforcing Commitment to Data Security
January 20, 2021
WealthForge announced today that its electronic investment processing platform, Altigo, has successfully completed an independent…
Brian Jones of Envision Financial Systems wins 2020 Nicsa NOVA Strategic Leadership Award
January 13, 2021
(Costa Mesa, Calif., Dec. 17, 2020) – Envision Financial Systems, Inc., a leading provider of real-time investor recordkeeping technology and transfer agency services, is proud to announce…
Envision’s Lani Oneil Appointed to Nicsa Alternative Investments Committee
January 13, 2021
(Costa Mesa, Calif., Dec. 18, 2020) – Envision Financial Systems, Inc., a leading provider of real-time investor recordkeeping technology and transfer agency services, announced the…
ICI report on ops headaches for interval fund sponsors flags areas where help is sorely needed, easily found
January 11, 2021
An interesting recent paper from the ICI Broker/Dealer Advisory Committee, “Consider This: Interval Fund Operational Practices,” looks at several functional areas…
Bow River Capital Selects UMB Fund Services as Administrator of Firm’s First Registered Closed End Interval Fund
January 7, 2021
MILWAUKEE (Jan. 7, 2021) – UMB Fund Services (UMBFS), a subsidiary of UMB Financial Corporation (Nasdaq: UMBF), is pleased to announce…
Altigo Year in Review
January 6, 2021
Altigo Year in Review December 21, 2020 | Heather Acey | WealthForge With the arrival of the pandemic, 2020 brought a substantial shift in the way business is conducted. Firms that allocate to alts had figure out a new way to get paper-based subscription documents to clients for signature, then routed from there to the …
Clip: Profitable Real Estate Sectors During COVID-19
December 8, 2020
What sectors have performed well during the pandemic? Listen as Brian Mitts’ answers the question in this clip from Inside the V(ALT).
Clip: Who is NexPoint Group?
December 8, 2020
Brian Mitts talks about NexPoint’s unique platform and diversified approach to investing in this clip from Inside the V(ALT),
Inside the V(ALT), with Brian Mitts of NexPoint
December 8, 2020
Watch as Brian Mitts and host Stacy Chitty discuss NexPoint’s unique platform, profitable real estate sectors during the pandemic, and how real estate will evolve in this episode of Inside the V(ALT).
Inside the V(ALT), with Dr. John Rhodes of CNL Securities
December 8, 2020
Watch Dr. John Rhodes as he steps Inside the V(ALT) with guest host Curtis Shoch to discuss the ABC’s, a tool that can help in your annual planning, your employee evaluations, and many other ways. They are simple to use and produce great results!
Clip: The Importance of Meeting with Employees
December 8, 2020
In this clip from Inside the V(ALT), Dr. John Rhodes and guest host Curtis Shoch cover how often you should conduct the ABC’s.
Clip: Include Input from the Whole Team
December 8, 2020
In this clip from Inside the V(ALT), Dr. John Rhodes and guest host Curtis Shoch discuss why your entire team should be involved in the ABC’s.
Clip: ABC’s for a Better 2021
December 8, 2020
In this clip from Inside the V(ALT), Dr. John Rhodes and guest host Curtis Shoch talk about how the ABC’s can be used with direct reports and for planning purposes.
Thomas E. Burns, III
July 29, 2015
February 22, 2016
I subscribe to Blue Vault to keep up with the sponsors and their wholesalers! The analysis keeps me up to date with the various portfolios and the way they are managed, including the differences between them.
